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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,634 | $78,670-11.5% | $109,173-36.2% | $85,847-18.9% |
| Participation rate | 59.4% | 68.3%-8.9pp | 75.9%-16.5pp | 69.3%-9.9pp |
| Annual return | 13.77% | 25.09%-11.3pp | 25.75%-12.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,792 | $3,467-48.3% | $4,654-61.5% | $3,952-54.7% |
| Admin fee / account holder | $73 | $5,469-98.7% | $6,755-98.9% | $6,261-98.8% |